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Agent hub

One Page, Every Tool

Inside the Winslow CRM, one searchable page holds every tool, form, class and help line. Here is a sample of each group.

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← Back to Agent resources  /  Agent hub
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How it works

Find Anything in Seconds

  • Search tools and help articles from one box
  • Pin favorites so they sit at the top on every device
  • Recently used tools follow you
  • Back takes you to the same spot you left
Eight groups

A Sample From Each Group

Get help 12 tools

  • Help center of short how-to articles
  • Requests tracked from new to done
  • Contract and pay questions straight to the brokers

Forms 12 tools

  • Seller and buyer intake workbooks
  • Final walk-through and utility sheets
  • Forms library for all four states

Marketing 12 tools

  • Marketing request desk
  • Template library with your details filled in
  • Monthly social pack and The Winslow Report

Training 12 tools

  • Training Center with quizzes
  • Live classes and replays
  • Book a one-on-one with the brokers

Company 20 tools

  • Advertising rules by state
  • Scripts, tools and board guides
  • Agent safety plan

Open houses 8 tools

  • Four stage open house kit
  • Host my open house board
  • QR sign-in and neighbor invitations

Getting paid 8 tools

  • Transactions and check requests
  • My checks from submitted to paid
  • Year to date totals and your 1099

Ask the broker Any time

  • Ask Megan and Ryan a question
  • Get the answer in writing
  • Saved for the next time you need it
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Client forms

Forms Your Clients Fill on Their Phones

Send a form by text or email. Answers land on the contact card and the transaction file as a branded PDF.

  • Seller and buyer intake workbooks
  • Inclusions and exclusions
  • Showing feedback that feeds the Monday seller report
  • Seller net proceeds estimate with state defaults

Related: Tools and technology · Marketing and branding · Training

Next step

See the Rest From the Inside

This page is a sample. The full courses, forms, templates and tools open the day you join Winslow Homes.

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